Investment Solutions Strategist, VP - State Street Investment Management

About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

Our promise to maintain an environment where every employee feels valued and has equal opportunities to reach their full potential, regardless of identity, origin, or gender, informs our day-to-day efforts. It is also part of our commitment to inclusion, development and engagement, and corporate social responsibility. Join us.

At State Street Investment Management, our mission is to invest responsibly to enable economic prosperity and social progress. Our vision is to be the first investment call for every institutional investor and financial intermediary.

To achieve State Street Investment Management’s mission and vision, our Investment Solutions Group will drive the delivery of a robust mix of innovative solutions to our clients while providing a best-in-class service experience within a culture that values diversity, collaboration, and learning.

Who we are looking forWe are looking for an energetic professional to join our team of Investment Strategists in our Outsourced Chief Investment Officer (OCIO) business unit, which is part of State Street Investment Management’s global, multi-asset Investment Solutions Group (ISG). As an Investment Strategist, you will serve in an investment advisory capacity for OCIO clients in the not-for-profit institutional channel, with a particular focus on planned giving and charitable asset management investment solutions clients.

The position reports to the Head of OCIO Investment  this role, you will work directly with our charitable asset management and planned giving clients to design, analyze, and develop their overall asset allocation strategies to help achieve their desired outcomes and mission-driven objectives. You will work closely with the Investment Strategist team on overall portfolio construction, risk assessment, and support for client investment policy and governance frameworks.

The Investment Strategist meets with clients and their committees to conduct investment portfolio reviews, provide performance updates, and communicate our market outlook. As a member of our Investment Strategist team, you will also collaborate with our manager research team across public and private markets in the portfolio construction design process.

Responsibilities and Expectations:

Collaborate with our OCIO and CAM Relationship Managers to address any client strategic asset allocation issues, concerns, and opportunities

Help develop long-term, customized client strategic asset allocation plans

Participate actively in the preparation and presentation of client deliverables

Communicate our capital market outlook and tactical positioning

Coordinate with our operational support team to ensure accuracy and quality control of client reporting deliverables

Meet with prospective clients as part of our commercial go-to-market activities

Position Requirements :

Knowledge of and experience working with not-for-profit and planned giving clients, charitable gift annuities, and charitable remainder trusts

Investment management or portfolio management experience within a multi-asset class framework

Familiarity with asset allocation and stochastic modeling platforms and best practices

Understanding of investment accounting principles, performance measurement, and attribution

Demonstrated initiative and ability to work independently, with the aptitude to self-direct and set priorities in a fast-paced environment

Highly organized, deadline-oriented, and attentive to detail

Strong verbal, written, and presentation communication skills, with the ability to effectively communicate recommendations and rationale to internal stakeholders and clients and to influence outcomes

Ability to build and maintain professional relationships with internal and external stakeholders

Ability to thrive in a business-building environment with changing priorities

Self-motivated individual with intellectual curiosity, a high energy level, a…